Bank of America Corp
BAC- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000070858
No open-market purchases or sales by Bank of America Corp insiders were filed in the last 90 days; 3,620 institutions reported holding it in 13F filings for Q2 2026, worth $304.8B in total; 4 superinvestors hold it, including Berkshire Hathaway and Harris Associates (Oakmark).
Other share classesBACRPBAC.PBBAC.PEBAC.PKBAC.PLBAC.PMBAC.PNBAC.POBAC.PPBAC.PQBAC.PSBML.PGBML.PHBML.PJBML.PLMER.PK
13F holders, Q2 2021
Institutional positions in Bank of America Corp as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,495
- +43 vs. Q1 2021
- Shares held
- 6.06B
- −49.6M (−0.8%) vs. Q1 2021
- Total value
- $249.6B
- +$13.5B (+5.7%) vs. Q1 2021
- New holders
- 160
- 1,031 more added
- Sold out
- 117
- 1,012 more reduced
27 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BAC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,620 | $304.8B |
| Q1 2026 | 3,493 | $259.2B |
| Q4 2025 | 3,616 | $303.6B |
| Q3 2025 | 3,367 | $281.7B |
| Q2 2025 | 3,322 | $260.1B |
| Q1 2025 | 3,215 | $231.2B |
| Q4 2024 | 3,277 | $247.3B |
| Q3 2024 | 2,989 | $220.6B |
| Q2 2024 | 2,956 | $224.3B |
| Q1 2024 | 2,925 | $213.8B |
| Q4 2023 | 2,860 | $188.1B |
| Q3 2023 | 2,625 | $150.9B |
| Q2 2023 | 2,652 | $158.0B |
| Q1 2023 | 2,665 | $157.5B |
| Q4 2022 | 2,723 | $186.9B |
| Q3 2022 | 2,606 | $169.7B |
| Q2 2022 | 2,648 | $173.8B |
| Q1 2022 | 2,796 | $231.9B |
| Q4 2021 | 2,791 | $254.9B |
| Q3 2021 | 2,500 | $248.4B |
| Q2 2021 | 2,495 | $249.6B |
| Q1 2021 | 2,479 | $237.1B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Bank of America Corp; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Management Network Inc | 14,756 | $607.0K | 0.31% | −1,420−8.8% | Reduced |
| Websterrogers Financial Advisors, LLC | 16,444 | $607.0K | 0.15% | +10.0% | Added |
| Archer Investment Corp | 14,749 | $608.1K | 0.24% | −12−0.1% | Reduced |
| Intercontinental Wealth Advisors, LLC | 14,779 | $609.0K | 0.12% | −2,212−13.0% | Reduced |
| Wakefield Asset Management LLLP | 14,762 | $609.0K | 0.23% | +124+0.8% | Added |
| Kanawha Capital Management LLC | 14,804 | $610.0K | 0.06% | −2,100−12.4% | Reduced |
| GeoWealth Management, LLC | 14,811 | $610.0K | 0.08% | +1,694+12.9% | Added |
| WESPAC Advisors SoCal, LLC | 14,850 | $612.0K | 0.20% | −14,308−49.1% | Reduced |
| Chicago Partners Investment Group LLC | 16,059 | $612.0K | 0.05% | +980+6.5% | Added |
| Enterprise Bank & Trust Co | 14,893 | $614.0K | 0.24% | −660−4.2% | Reduced |
| Kavar Capital Partners Group, LLC | 14,891 | $614.0K | 0.15% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 14,881 | $614.0K | 0.05% | +21+0.1% | Added |
| Capital Square, LLC | 16,006 | $615.0K | 0.45% | +885+5.9% | Added |
| Evermay Wealth Management LLC | 14,915 | $615.0K | 0.11% | +150+1.0% | Added |
| Pinnacle Bancorp, Inc. | 14,927 | $615.0K | 0.28% | +850+6.0% | Added |
| Cherry Creek Investment Advisors, Inc. | 14,937 | $616.0K | 0.40% | +14,937 | New |
| Cornercap Investment Counsel Inc | 14,987 | $618.0K | 0.07% | −3,000−16.7% | Reduced |
| Chelsea Counsel Co | 15,015 | $619.0K | 0.29% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 15,034 | $620.0K | 0.03% | +58+0.4% | Added |
| Almanack Investment Partners, LLC. | 15,075 | $622.0K | 0.06% | −196−1.3% | Reduced |
| Benson Investment Management Company, Inc. | 15,076 | $622.0K | 0.32% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 15,106 | $622.0K | 0.06% | −2,301−13.2% | Reduced |
| Sawyer & Company, Inc | 15,100 | $623.0K | 0.29% | −2,474−14.1% | Reduced |
| Copperwynd Financial, LLC | 15,101 | $623.0K | 0.26% | −133−0.9% | Reduced |
| Round Hill Asset Management | 15,165 | $625.0K | 0.31% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 15,176 | $626.0K | 0.28% | −775−4.9% | Reduced |
| Bennett Selby Investments LP | 15,252 | $629.0K | 0.43% | +250+1.7% | Added |
| Cardan Capital Partners, LLC | 15,271 | $630.0K | 0.07% | −641−4.0% | Reduced |
| Perennial Investment Advisors, LLC | 15,274 | $630.0K | 0.23% | −125−0.8% | Reduced |
| Measured Wealth Private Client Group, LLC | 15,279 | $630.0K | 0.20% | +2,284+17.6% | Added |
| Crawford Investment Counsel Inc | 15,323 | $632.0K | 0.01% | +734+5.0% | Added |
| Newbridge Financial Services Group, Inc. | 15,344 | $633.0K | 0.39% | +182+1.2% | Added |
| Spinnaker Trust | 15,374 | $634.0K | 0.04% | −2,882−15.8% | Reduced |
| Aviance Capital Partners, LLC | 15,379 | $634.0K | 0.11% | −801−5.0% | Reduced |
| Peoples Financial Services Corp. | 15,400 | $635.0K | 0.27% | +1,450+10.4% | Added |
| Landmark Financial Advisors, LLC | 15,478 | $638.0K | 0.31% | +183+1.2% | Added |
| West Paces Advisors Inc. | 15,491 | $638.7K | 0.23% | +311+2.0% | Added |
| Pekin Hardy Strauss, Inc. | 15,520 | $640.0K | 0.09% | +1,300+9.1% | Added |
| Delta Asset Management LLC | 15,577 | $642.0K | 0.06% | −81−0.5% | Reduced |
| Charles Schwab Trust Co | 15,636 | $645.0K | 0.13% | −132−0.8% | Reduced |
| Sunflower Bank, N.A. | 15,656 | $645.0K | 0.10% | +191+1.2% | Added |
| Kings Point Capital Management | 15,675 | $646.0K | 0.06% | +2,231+16.6% | Added |
| Harvey Investment Co LLC | 15,686 | $647.0K | 0.09% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 15,696 | $647.0K | 0.12% | +288+1.9% | Added |
| Keel Point, LLC | 15,696 | $647.0K | 0.08% | +368+2.4% | Added |
| Barry Investment Advisors, LLC | 15,722 | $648.0K | 0.17% | −466−2.9% | Reduced |
| Avidian Wealth Solutions, LLC | 15,769 | $650.0K | 0.05% | +1,542+10.8% | Added |
| Axiom Investment Management LLC | 15,734 | $651.0K | 0.50% | −4,017−20.3% | Reduced |
| Sheets Smith Wealth Management | 15,789 | $651.0K | 0.09% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 15,783 | $651.0K | 1.30% | 00.0% | Unchanged |
| Albert D Mason Inc | 15,840 | $653.0K | 0.40% | +695+4.6% | Added |
| Legacy Financial Advisors, Inc. | 15,832 | $653.0K | 0.17% | +1,445+10.0% | Added |
| Cypress Wealth Services, LLC | 15,871 | $654.0K | 0.18% | −1,460−8.4% | Reduced |
| Virtue Capital Management, LLC | 15,853 | $654.0K | 0.13% | +1,427+9.9% | Added |
| Geller Advisors LLC | 15,956 | $658.0K | 0.14% | −838−5.0% | Reduced |
| Shoker Investment Counsel, Inc. | 15,965 | $658.0K | 0.33% | +26+0.2% | Added |
| Trinity Financial Advisors LLC | 15,950 | $658.0K | 0.46% | +15,950 | New |
| Fairfield, Bush & Co. | 16,004 | $660.0K | 0.18% | −1,100−6.4% | Reduced |
| WealthShield Partners, LLC | 16,005 | $660.0K | 0.10% | −251−1.5% | Reduced |
| Pointe Capital Management LLC | 16,029 | $661.0K | 0.46% | +413+2.6% | Added |
| HHM Wealth Advisors, LLC | 16,051 | $662.0K | 0.18% | −237−1.5% | Reduced |
| HighTower Trust Services, LTA | 16,069 | $663.0K | 0.08% | −6,668−29.3% | Reduced |
| Navis Wealth Advisors, LLC | 16,075 | $663.0K | 0.56% | +38+0.2% | Added |
| Firethorn Wealth Partners, LLC | 16,138 | $665.0K | 0.56% | −467−2.8% | Reduced |
| Enterprise Financial Services Corp | 16,132 | $665.0K | 0.11% | +74+0.5% | Added |
| Resource Management, LLC | 16,128 | $665.0K | 0.08% | +155+1.0% | Added |
| Hall Capital Management Co Inc | 16,123 | $665.0K | 0.43% | +16,123 | New |
| Adell Harriman & Carpenter Inc | 16,194 | $667.7K | 0.07% | −300−1.8% | Reduced |
| Mountain Pacific Investment Advisers Inc | 16,220 | $669.0K | 0.04% | −1,400−7.9% | Reduced |
| Calton & Associates, Inc. | 16,217 | $670.0K | 0.13% | −675−4.0% | Reduced |
| Sky Investment Group LLC | 16,252 | $670.0K | 0.15% | +154+1.0% | Added |
| Abacus Wealth Partners, LLC | 16,298 | $671.9K | 0.26% | +60.0% | Added |
| Emerald Advisors, LLC | 16,292 | $672.0K | 0.21% | +105+0.6% | Added |
| Cerro Pacific Wealth Advisors LLC | 16,294 | $672.0K | 0.50% | +16,294 | New |
| Encompass Wealth Advisors, LLC | 16,332 | $673.0K | 0.17% | −1,524−8.5% | Reduced |
| Pallas Capital Advisors LLC | 17,626 | $675.0K | 0.09% | +17,626 | New |
| Rappaport Reiches Capital Management, LLC | 16,465 | $678.9K | 0.71% | +16,465 | New |
| Everhart Financial Group, Inc. | 16,467 | $679.0K | 0.47% | +1,924+13.2% | Added |
| Alethea Capital Management, LLC | 16,513 | $681.0K | 0.43% | −4,501−21.4% | Reduced |
| Omnia Family Wealth, LLC | 16,518 | $681.0K | 0.44% | +10+0.1% | Added |
| Traynor Capital Management, Inc. | 16,601 | $683.0K | 0.10% | +30.0% | Added |
| Iowa State Bank | 16,561 | $683.0K | 0.19% | 00.0% | Unchanged |
| Adirondack Trust Co | 16,649 | $686.0K | 0.35% | 00.0% | Unchanged |
| AXS Investments LLC | 16,667 | $687.0K | 0.21% | +835+5.3% | Added |
| Old Mission Investment Co LLC | 16,737 | $690.0K | 0.28% | −1,444−7.9% | Reduced |
| BigSur Wealth Management LLC | 16,750 | $691.0K | 0.31% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 16,836 | $694.0K | 0.11% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 16,845 | $695.0K | 0.11% | −992−5.6% | Reduced |
| Oxbow Advisors, LLC | 16,893 | $696.0K | 0.07% | +1,000+6.3% | Added |
| HYA Advisors, Inc | 16,911 | $697.0K | 0.29% | +31+0.2% | Added |
| Headinvest, LLC | 16,961 | $699.0K | 0.13% | −600−3.4% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 16,971 | $699.0K | 0.42% | +20.0% | Added |
| Howland Capital Management LLC | 16,974 | $700.0K | 0.04% | −209−1.2% | Reduced |
| Telemetry Investments, L.L.C. | 17,000 | $701.0K | 0.98% | −3,000−15.0% | Reduced |
| O'Neil Global Advisors, Inc. | 17,012 | $701.0K | 0.22% | +5,012+41.8% | Added |
| Northstar Investment Advisors LLC | 18,400 | $706.0K | 0.09% | +400+2.2% | Added |
| Johanson Financial Advisors, Inc. | 18,229 | $708.0K | 0.24% | −120−0.7% | Reduced |
| Moloney Securities Asset Management, LLC | 17,176 | $708.0K | 0.13% | −193−1.1% | Reduced |
| First Citizens Financial Corp | 17,187 | $709.0K | 0.54% | −35−0.2% | Reduced |
| Harbor Financial Services, LLC | 17,196 | $709.0K | 0.30% | +566+3.4% | Added |